Fox Factory (FOXF) Q2 FY26 earnings call

Fox Factory delivered Q2 FY26 revenue at the high end of guidance and adjusted EBITDA above expectations, driven by strong execution of its profit optimization program. Despite significant macro headwinds from commodity inflation and supply chain disruptions, the company is raising its full-year revenue outlook and tightening its adjusted EBITDA commitment, supported by new OEM awards and stabilizing powersports and bike markets.